Linda Ramsey
Linda Ramsey is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in San Juan, PR, with 36 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
319 Villa Nevares, Carr. 21, San Juan, PR, 00927-5310
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Linda is the sole owner and authorized agent of Corujo Advisory Group LLC, offering various insurance products including accident and health, disability, annuities, long-term care, property & casualty, and life insurance. This takes nearly full-time hours. Linda is also the author of a cookbook, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Washington Square Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
State Registrations26 states
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